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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,690 | $156,963-97.0% | $121,204-96.1% | $139,466-96.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 153.38% | 1476.75%-1323.4pp | 987.18%-833.8pp | 373.66%-220.3pp |
| Employer contribution / active EE | $1,325 | $5,544-76.1% | $4,170-68.2% | $4,754-72.1% |
| Participant deferral / active EE | $2,375 | $4,848-51.0% | $4,083-41.8% | $6,712-64.6% |
| Admin fee / account holder | $793 | $6,953-88.6% | $5,651-86.0% | $11,409-93.1% |